Regal Investment Advisors LLC
Q2 2025 13F Holdings
- Locationkentwood, MI
- Num holdings
481
- Value ($000)
$1,334,148
- Date Filed08/11/2025
- Form type13F-HR
- CIK0001559789
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $69.87M | 5 % | 112,526 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $34.20M | 3 % | 61,997 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $28.40M | 2 % | 45,958 | ||
SCHD SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 | $26.41M | 2 % | 996,545 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $25.65M | 2 % | 51,573 | ||
AAPL APPLE INC | COM | 037833100 | $25.46M | 2 % | 124,099 | ||
FTCS FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 33733E104 | $23.48M | 2 % | 258,284 | ||
LQD ISHARES TR | IBOXX INV CP ETF | 464287242 | $22.93M | 2 % | 209,214 | ||
VUG VANGUARD INDEX FDS | GROWTH ETF | 922908736 | $20.81M | 2 % | 47,459 | ||
IUSB ISHARES TR | CORE TOTAL USD | 46434V613 | $19.70M | 2 % | 426,073 |
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